We are live on !
Find out more
Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3501 |
3501
Hudock Inc
Williamsport,
Pennsylvania
| $360M | +$5.05M | +1% | 3.77% | 69.7% | 841 | 8.56% | 4.4 |
|
| 3502 |
3502
Columbus Hill Capital Management
Short Hills,
New Jersey
| $360M | -$289M | -44% | 3% | 151% | 31 | 38.71% | 1.3 |
|
| 3503 |
3503
Princeton Global Asset Management
Princeton,
New Jersey
| $360M | +$2.9M | +0.8% | 1.65% | 110% | 619 | 16.64% | 1.9 |
|
| 3504 |
3504
Socorro Asset Management
Dallas,
Texas
| $360M | +$9.22M | +3% | 1.02% | 43.8% | 35 | 11.43% | 1 |
|
| 3505 |
3505
SkyOak Wealth
Southfield,
Michigan
| $360M | -$33.5M | -9% | 5.28% | 80.7% | 276 | 24.64% | 1.5 |
|
| 3506 |
LDFR
3506
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
| $360M | +$28.8M | +9% | 1.71% | 37.5% | 116 | 9.48% | 2.5 |
|
| 3507 |
3507
Great Diamond Partners
Portland,
Maine
| $359M | -$29.1M | -7% | 3.57% | 86.1% | 234 | 17.52% | 1.5 |
|
| 3508 |
3508
Cadence Bank NA
Houston,
Texas
| $359M | -$8.15M | -2% | 0.76% | 33.3% | 221 | 8.14% | 4.4 |
|
| 3509 |
3509
Greenlea Lane Capital Management
Weston,
Connecticut
| $359M | +$50.6M | +16% | 20.5% | 99.7% | 11 | 18.18% | 1.8 |
|
| 3510 |
3510
Prime Movers Lab
Jackson,
Wyoming
| $359M | -$165M | -31% | 17.6% | – | 5 | 20% | 0.2 |
|
| 3511 |
3511
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
| $358M | +$94.9M | +36% | 5.21% | 71.4% | 168 | 39.88% | 1.9 |
|
| 3512 |
3512
Tamar Securities
Woodland Hills,
California
| $358M | +$18.9M | +6% | 2.92% | 84.8% | 65 | 13.85% | 1.2 |
|
| 3513 |
3513
American Assets Inc
San Diego,
California
| $358M | +$4.83M | +1% | 1.17% | 49.9% | 10 | 0% | 3 |
|
| 3514 |
3514
Community Bank of Raymore
Raymore,
Missouri
| $358M | +$128M | +55% | 1.54% | 91.9% | 72 | 13.89% | 3.9 |
|
| 3515 |
3515
Ribbit Capital GP II
Palo Alto,
California
| $358M | -$113M | -24% | 23.9% | – | 1 | 0% | 0.3 |
|
| 3516 |
3516
Ninety One
Cape Town,
South Africa
| $358M | +$15.4M | +4% | 3.14% | 232% | 118 | 16.95% | 2.6 |
|
| 3517 |
CCM
3517
Compton Capital Management
Providence,
Rhode Island
| $358M | -$27M | -7% | 4.16% | 75.6% | 162 | 4.32% | 5.5 |
|
| 3518 |
3518
Three Bridge Wealth Advisors
Los Altos,
California
| $358M | – | – | 28.2% | 169% | 87 | – | 0 |
|
| 3519 |
3519
Foresite Capital Management IV
Larkspur,
California
| $357M | -$129M | -26% | 14.3% | 151% | 9 | 0% | 1.3 |
|
| 3520 |
3520
Vantagepoint Investment Advisers
Washington,
District of Columbia
| $357M | -$41.1M | -10% | 5.28% | 42.7% | 2 | 0% | 1.8 |
|
| 3521 |
CH
3521
Canton Hathaway
Providence,
Rhode Island
| $357M | -$12M | -3% | 5.4% | 87.8% | 307 | 30.62% | 1.9 |
|
| 3522 |
EWA
3522
ERTS Wealth Advisors
Marquette,
Michigan
| $357M | -$61.9M | -15% | 4.73% | 39.3% | 96 | 17.71% | 2.2 |
|
| 3523 |
3523
Polunin Capital Partners
London,
United Kingdom
| $357M | +$48M | +16% | 9.13% | 268% | 15 | 46.67% | 0.2 |
|
| 3524 |
3524
Patten Group
Chattanooga,
Tennessee
| $356M | -$21.3M | -6% | 3.76% | 99% | 273 | 9.52% | 4.2 |
|
| 3525 |
FCA
3525
FLC Capital Advisors
Palm Desert,
California
| $356M | -$3.5M | -1% | 2.56% | 59.3% | 180 | 16.11% | 2.1 |
|